ConnectIt-Workflow
QuoteWerks Document Open Utility
For use by:
- Any business that uses QuoteWerks.
- Users that would like to enhance the capabilities of QuoteWerks and improve their office efficiency still further.
- Users that want to achieve even greater productivity from their day.
Overview
ConnectIt-Workflow QuoteWerks Document Open Utility allows the QuoteWerks user to perform advanced searches of the QuoteWerks Documents database. The utility not only allows the QuoteWerks user to search the usual Document Header fields, but also Document Item fields.
The ConnectIt-Workflow QuoteWerks Document Open Utility is highly configurable, allowing the individual QuoteWerks user to set up their own set of fields and filter types to search Documents, plus personalise the grid view of the results when the search is complete.
Key Benefits
- Helps find QuoteWerks documents quickly and easily using any field and a variety or search criteria.
- Allows searches of QuoteWerks documents by the Products and Services that were quoted on the document.
- Display the results from the search with fields that are relevant to you and with information to how you enter it into QuoteWerks.
Key Features
- Allows configuration of which Document Header and/or Document Item fields to search the QuoteWerks database on by individual user.
- Allows selection of various search criteria - field ‘contains’, ‘begins with’, ‘equals’, etc.
- Allows configuration of the results grid columns by individual user.
Online Demos
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Screenshots
You can view screenshots, plus get a huge amount of information on every single option available within the ConnectIt software on our support resource page. On the Support Resources page, just click on ‘Workflow’ and scroll down to the Step-by-Step Guides section; the Workflow Management and Configuration documents provide the most information for you to get a better understanding of the ConnectIt software.
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Pricing
Click here to go to the ConnectIt-Workflow pricing page.
